account_balance

Investment manager · 13F filer · SEC CIK 2109292

Cornerstone Wealth Partners, LLC

Reported value$252Mas of Sep 30, 2026
Positions13 0 new, 4 sold out
Top 10 weight92.9%AVUV alone is 28%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUV American Centy ETF Tr 27.7% Added +17%
DFSD Dimensional ETF Trust 12.9% Added +32%
AVLV American Centy ETF Tr 11.5% Added +15%
AVSC American Centy ETF Tr 11.2% Added +14%
AVDV American Centy ETF Tr 8.6% Added +22%
IVV iShares Tr 5.9% Added +15%
AVEE American Centy ETF Tr 4.2% Added +22%
AVES American Centy ETF Tr 4.2% Added +21%
AVDS American Centy ETF Tr 3.4% Added +21%
AVIV American Centy ETF Tr 3.3% Added +20%
DFGX Dimensional ETF Trust 2.7% Added +32%
DFCF Dimensional ETF Trust 2.7% Added +32%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 3, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • DFCF +32%
  • DFGX +32%
  • DFSD +32%
  • AVEE +22%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist